Investment Strategies

Investment Strategies

Riverside’s “we’ll take care of it” service is most obvious in the turn-key, discretionary management of our proprietary investment strategy; the “5 in 1” strategy.

We created the “5 in 1” strategy to encompass all the components that we believe must be present in an excellent, reliable investment strategy. These include: diversification of asset classification, diversification of analytical techniques, and frequent re-evaluation of each position. Specifically, the “5 in 1” strategy analyzes and evaluates the following indexes:

This concept is known as Global-Marco Asset Allocation and it is the definition of investment diversification.

Riverside developed the “diversification of analytical techniques” in an unique manner. The “5 in 1” is not just one strategy, but rather it is the combination of five (5) independent, unassociated, highly successful tactical asset allocation strategies. Through our research partnership, we are able to combine all five strategies, equally weighted, into a single investment portfolio. Each of the successful strategies uses their own proprietary analytical methodologies to build their portfolios. By combining the results of the five separate strategies, Riverside brings together, into a single portfolio, asset diversification and analytic diversification.

Finally, to address the tactical component, each of the five individual strategies typically re-evaluates and adjusts their asset allocations on a monthly basis. Thus, the “5 in 1” combined portfolio also updates monthly on the first trading day of each month. This process allows the combined portfolio to always be striving to over-weight those asset classes that are outperforming and to under-weight those asset classes (or avoid them completely) that are under performing. This tactical process is how Riverside continues to “take care of it” for our clients; always evaluating and always adjusting to provide a safe methodology to grow our client’s accounts.

Furthermore, Riverside provides on-going monitoring of this strategy and has the ability to add, subtract or replace any of the five individual strategies should we decide that is in the best interest of our clients. Currently, we have chosen strategies that provide superior “draw-down” protection as the most important strategy qualitative trait. However, as time goes by, and the economic outlook changes, we may decide to emphasis other performance traits such as maximizing the Sharpe Ratio or other such factors.

The combined “5 in 1” strategy seeks long-term appreciation with an diversified and balanced approach while also minimizing draw-down. Currently, the strategy provides a flexible global asset allocation framework that focuses on low volatility and long term capital appreciation.

Our clients may safely invest in our strategy without fear of wanting to change their mind. At no time does Riverside Investment Partners restrict our clients from accessing their money in any way; no termination fees, no penalties and no minimum time period.

Riverside Investment Partners, Inc is here to be your long term investing partner.